+699.1%
WMB vs UUUU
-92.0%
+791.1%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | +0.6% | -1.4% | +1.9% | +0.7% |
| 30D | +3.3% | +16.3% | -13.1% | +1.6% |
| 3M | +3.1% | -16.7% | +19.8% | +4.2% |
| 6M | -0.7% | -33.7% | +32.9% | +1.6% |
| YTD | +25.2% | -0.5% | +25.6% | +22.0% |
| 1Y | +32.9% | +28.9% | +4.0% | +24.5% |
| 3Y | +140.6% | +99.9% | +40.7% | +108.1% |
| 5Y | +273.5% | +135.3% | +138.2% | +206.0% |
| 10Y | +334.2% | +518.4% | -184.2% | +192.8% |
| All | +699.1% | -92.0% | +791.1% | +478.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling